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Posts by Andrew Stotz

ISMS 36: Larry Swedroe – Two Heads Are Not Better Than One When Investing

In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this thirteenth series, they discuss mistake number 24: Do You Believe More Heads Are Better Than One? And mistake 25: Do You Believe Active Managers Will Protect You from Bear Markets?

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ISMS 35: Larry Swedroe – Great Companies Are Not Always High-Return Investments

In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this twelfth series, they discuss mistake number 22: Do You Confuse Great Companies with High-Return Investments? And mistake number 23: Do You Understand How the Price Paid Affects Returns?

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ISMS 34: Larry Swedroe – Consider All Hidden Costs Before You Invest

In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this eleventh series, they discuss mistake number 20: Do You Only Consider the Operating Expense Ratio When Selecting a Mutual Fund? And mistake number 21: Do You Fail to Consider the Costs of an Investment Strategy?

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A. Stotz All Weather Strategies – October 2023

All asset classes except gold fell in October 2023. Performance review of our strategies in October 2023 – All Weather Inflation Guard was down 1.5%, All Weather Strategy was down 2.4%, All Weather Alpha Focus was down 1.9%. Global outlook that guides our asset allocation.

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